Puff Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Puff Wealth Management’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$345K	Buy	+2,820	New	+$331K	0.35%	61
2025 Q4	$329K	Buy	2,877 +1	+0%	+$113	0.43%	53
2025 Q3	$327K	Sell	2,876 -224	-7%	-$24.8K	0.5%	46
2025 Q2	$334K	Sell	3,100 -36	-1%	-$3.59K	0.54%	73
2025 Q1	$313K	Sell	3,136 -18	-0.6%	-$1.9K	0.55%	64
2024 Q4	$331K	Buy	+3,154	New	+$340K	0.58%	43

Other funds holding SPGP

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return